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Rob Macdonald

Rob Macdonald is Head of Strategic Advisory Services at Fundhouse. Rob has held several senior executive positions in the investment industry. His primary areas of focus at Fundhouse are on Adviser Consulting and Adviser Programmes. Rob has written and spoken widely on a range of topics related to leadership, coaching, investments, practice management and financial planning. More insights from Fundhouse here.
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Round Table: Investing Offshore

Protected: Investing Offshore – Round Table Discussion

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.

Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director, Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
Tech trends for 24

Tech trends for ‘24

Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business.
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